Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CMNVX (Catholic Responsible Investments Funds – Investments Magnus 45/55 Fund) | 3.71% | 11.16% | 10.37% | NA | NA | NA | NA | … | … |
Data as of 06/10/2026, Common starting date is 12/03/2021
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CMNVX (Catholic Responsible Investments Funds – Investments Magnus 45/55 Fund) | 12/03/2021 | 06/10/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.76 | 11.16 | 10.37 | NA | NA | NA | NA | … | … | 3.71 | 11.30 | 9.60 | 13.32 | -13.99 | 1.88 |
| Sharpe Ratio | NA | 1.48 | 1.04 | NA | NA | NA | NA | … | … | 0.95 | 1.05 | 0.93 | 1.45 | -1.38 | 3.92 |
| Standard Deviation(%) | NA | 6.53 | 7.26 | NA | NA | NA | NA | … | … | 7.91 | 8.07 | 6.40 | 6.70 | 11.24 | 7.13 |
| Draw Down(%) | NA | 5.15 | 8.14 | NA | NA | NA | NA | … | … | 5.15 | 8.14 | 3.33 | 6.67 | 18.16 | 1.58 |
| Yield(%) | 0.00 | 4.82 | 3.78 | 2.37 | 1.19 | 0.79 | 0.59 | … | … | 0.00 | 5.01 | 3.12 | 2.77 | 1.33 | 0.08 |
Data as of 06/10/2026, Common starting date is 12/03/2021
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNVX (Catholic Responsible Investments Funds – Investments Magnus 45/55 Fund) |
4.00%
Jan 2022 – Jan 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CMNVX (Catholic Responsible Investments Funds – Investments Magnus 45/55 Fund) |
12.51%
Sep 2022 – Sep 2025 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart
